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Gregory Boettle

Executive Director-Investments at Oppenheimer & Co. Inc

Gregory Boettle is an Accredited Investment Fiduciary with over 20 years of experience in delivering custom investment strategies to individuals and institutions. He holds licenses in various states including AL, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, ME, MA, MI, MD, MN, MO, NC, NE, NV, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, VT, VA, WA, WI, and WY. Gregory's expertise lies in securities business and providing tailored financial solutions.

Gregory has a strong educational background, having studied at West Essex and earned a Bachelor of Business Administration (B.B.A.) with a focus on Finance, General from Northeastern University.

Currently, Gregory holds the position of Executive Director-Investments at Oppenheimer & Co. Inc. Prior to this role, he served as the President at 460 Coit Corp and as the Vice President at JP Morgan Private Bank.

Gregory Boettle's vast experience and qualifications position him as a reputable professional in the investment and financial industry, offering specialized services and valuable insights to his clients.

Highlights

May 3 · linkedin

In this episode of Let's Talk Future™️, Peter Cadaret interviews Brian Jacobs, Head of Client Portfolio Management for PGIM Investments, about the concept of direct indexing.

They discuss how direct indexing breaks down an index like the S&P 500 into smaller components, helping investors to address tax harvesting. The conversation also covers the role of technology in making direct indexing accessible, the benefits of active tax management, and how investors may use direct indexing to capitalize on market volatility. https://bit.ly/4b6TDDp

#ThePowerofOppenheimerThinking #LetsTalkFuture #DirectIndexing

Gregory Boettle
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Location

New York, New York